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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 242 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+42
Holders Change %
+5.94%
% of All Funds
20.02%
Holding in Top 10
109
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9%
% of All Funds
2.91%
New
69
Increased
318
Reduced
242
Closed
18
Calls
$32.4M
Puts
$11M
Net Calls
+$21.4M
Net Calls Change
+$8.25M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.15B
2
CS
2
Credit Suisse
Switzerland
$149M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$289M
4
HNB
4
Huntington National Bank
Ohio
$94.6M
5
RIG
5
RiverFront Investment Group
Virginia
$85.8M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
2
SMM
2
Stadion Money Management
Georgia
$169M
3
STMM
3
South Texas Money Management
Texas
$164M
4
VA
4
Valmark Advisers
Ohio
$320M
5
Goldman Sachs
5
Goldman Sachs
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
76
Bar Harbor Wealth Management
New Hampshire
$22.2M -$191K -3,074 -0.9%
AG
77
Advisor Group
Arizona
$21.4M +$5.66M +91,132 +36%
BIM
78
Bridges Investment Management
Nebraska
$21.4M +$701K +11,290 +3%
GT
79
Glenmede Trust
Pennsylvania
$21.1M +$907K +14,614 +4%
BFA
80
BlackRock Fund Advisors
California
$21.1M +$734K +11,826 +4%
AAS
81
Annex Advisory Services
Wisconsin
$21M +$308K +4,962 +1%
HCM
82
Hollencrest Capital Management
California
$20.9M +$20M +321,966 +2,305%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$20.7M +$13.5M +217,844 +188%
Stifel Financial
84
Stifel Financial
Missouri
$20.6M +$1.11M +17,868 +6%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$20.6M +$4.89M +78,732 +31%
TCT
86
TIAA CREF Trust
Missouri
$20.6M -$929K -14,960 -4%
SB
87
Suntrust Banks
Georgia
$20.1M +$4.23M +68,224 +27%
MFW
88
Meristem Family Wealth
Minnesota
$20M +$599K +9,654 +3%
NA
89
Nottingham Advisors
New York
$19.9M -$26.3K -424 -0.1%
V
90
Veritable
Delaware
$19.9M +$140K +2,256 +0.7%
HL
91
HeadInvest LLC
Maine
$19.6M -$469K -7,550 -2%
APCM
92
Alaska Permanent Capital Management
Alaska
$19.3M -$1.04M -16,746 -5%
CTA
93
Chesley Taft & Associates
Illinois
$18.9M +$585K +9,430 +3%
BOS
94
Bank of Stockton
California
$18.4M +$202K +3,252 +1%
TPWA
95
TRUE Private Wealth Advisors
Oregon
$18.3M +$2.5M +41,180 +16%
DIP
96
DT Investment Partners
Pennsylvania
$17.8M +$162K +2,614 +0.9%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$17.6M +$2.02M +32,620 +13%
PA
98
Planning Alternatives
Michigan
$17.4M -$438K -7,052 -2%
CW
99
Cobiz Wealth
Colorado
$17.3M +$997K +16,064 +6%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$17.2M +$2.48M +39,942 +17%
2 3
4
5 6